How to partial invoice for a deposit

Follow

This lesson will show how to create a partial invoice for the deposit on a job.

Open the job you wish to invoice a deposit for.

Open the job you wish to invoice a deposit for.

Click Quotes & Invoicing

Click Quotes & Invoicing

Click the arrow next to Produce Invoice

Click the arrow next to Produce Invoice

Click New Partial Invoice

Click New Partial Invoice

Click Add Material/Service

Click Add Material/Service

Add Deposit Item

Add Deposit Item

Click Confirm Invoice

Click Confirm Invoice

A new completed job will be created with the original job number followed by a alphabetical character.

A new completed job will be created with the original job number followed by a alphabetical character.

 The completed job will be available immediately on the invoicing page.

The original job will have a negative partial invoice item added.

The original job will have a negative partial invoice item added.
Have more questions? Submit a request